Unclaimed
Braden Martini is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Martini has been in the industry since 2007 and has a wide range of experience in the financial services field. Martini holds several industry licenses and registrations, including Series 7, Series 66, and the Securities Industry Essentials Examination (SIE). Martini is registered to provide investment advice in 44 states and is also registered with the Financial Industry Regulatory Authority (FINRA). Martini is a member of the American Heart Association fundraising committee and the Ronald McDonald House Charities of Greater Cincinnati planned giving committee.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
06/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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